Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 63.62% |
$127K - $140K
|
4.24K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-113- 2.07% |
$8.71K - $9.62K
|
5.35K
$446K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.13KNew |
$549K - $607K
|
7.13K
$595K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.18K- 3.96% |
$168K - $185K
|
52.7K
$4.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.13K- 1.56% |
$87K - $96.1K
|
71.4K
$5.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.19K- 7.95% |
$91.5K - $101K
|
13.8K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-32- 0.77% |
$2.47K - $2.73K
|
4.13K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-553- 1.73% |
$42.6K - $47.1K
|
31.5K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-92- 0.6% |
$7.09K - $7.83K
|
15.2K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
3.13KNew |
$241K - $266K
|
3.13K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-800- 6.78% |
$61.6K - $68.1K
|
11K
$917K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.6K- 2.1% |
$277K - $307K
|
168K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-873- 25.53% |
$67.3K - $74.3K
|
2.55K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
44+ 1.06% |
$3.39K - $3.75K
|
4.2K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-169- 5.38% |
$13K - $14.4K
|
2.97K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.46K- 19.68% |
$343K - $379K
|
18.2K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-300- 7.33% |
$23.1K - $25.5K
|
3.79K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.21% |
$308 - $341
|
1.91K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
82+ 0.55% |
$6.32K - $6.98K
|
14.9K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
243+ 9.17% |
$18.7K - $20.7K
|
2.89K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$258K - $286K
|
3.35K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.1K+ 1.93% |
$1.39M - $1.54M
|
958K
$79.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-100- 4.1% |
$7.71K - $8.52K
|
2.34K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.69K- 49.48% |
$207K - $229K
|
2.75K
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
12+ 0.4% |
$925 - $1.02K
|
3.02K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
153+ 1.18% |
$11.8K - $13K
|
13.2K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-74- 0.41% |
$5.7K - $6.3K
|
18.1K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 5.0% |
$231 - $255
|
63
$5.26K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-518- 9.36% |
$39.9K - $44.1K
|
5.01K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-998- 23.44% |
$76.9K - $85K
|
3.26K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.44K- 0.12% |
$111K - $123K
|
1.19M
$99.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-17.4K- 2.11% |
$1.34M - $1.48M
|
809K
$67.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
461+ 1.35% |
$35.5K - $39.3K
|
34.7K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.03K- 0.79% |
$233K - $258K
|
382K
$31.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17+ 0.54% |
$1.31K - $1.45K
|
3.18K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.8KNew |
$216K - $239K
|
2.8K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
61+ 0.89% |
$4.7K - $5.19K
|
6.9K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
587KNew |
$45.3M - $50M
|
587K
$49M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.8K+ 31.75% |
$983K - $1.09M
|
52.9K
$4.42M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-129- 3.24% |
$9.94K - $11K
|
3.85K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
100+ 1.74% |
$7.71K - $8.52K
|
5.85K
$488K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
102+ 2.85% |
$7.86K - $8.69K
|
3.69K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
104K+ 587.85% |
$8M - $8.85M
|
122K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-365- 5.94% |
$28.1K - $31.1K
|
5.78K
$482K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.15K+ 156.71% |
$166K - $183K
|
3.52K
$294K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5.51KNew |
$424K - $469K
|
5.51K
$459K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-411- 3.96% |
$31.7K - $35K
|
9.96K
$831K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.56% |
$385 - $426
|
895
$74.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-676- 7.55% |
$52.1K - $57.6K
|
8.28K
$691K
|
|